Location: In-person - Sacramento, CA
Duration: Mid-January to April 15, 2027, 3-15 hours/week

SCOPE OF WORK: 

Under the supervision of the Tax Site Coordinator, Volunteer Tax Screeners will ensure that taxpayers have all the necessary information and documents required to complete a tax return. The program is offering services to clients in the IRC office located in Sacramento, CA. The IRC’s goal is to assist 150 clients in preparing their returns in a safe, culturally and linguistically appropriate manner.

 

RESPONSIBILITIES: 

General responsibilities could include, but are not limited to the following: 

  • Refer taxpayers with ‘out-of-scope’ returns to a professional return preparer;
  • Complete all IRC and IRS mandated trainings and certifications, including the Volunteer Standards of Conduct (VSC) and Intake/Interview & Quality Review certifications, to be completed by January 8, 2027;
  • Ensure the taxpayer has brought the required documents (e.g. valid photo identification, Social Security card(s), W-2, 1099, 1095, prior year’s return, etc.) for tax return completion. Give each taxpayer Form 13614-C and the Intake/Interview & Quality Review Sheet to complete;
  • Explain the site’s return preparation process to the taxpayer. Provide assistance in scanning and uploading necessary tax documents while also verifying taxpayer identification. 

REQUIREMENTS:  

  • High school diploma required.  Students studying finance, accounting, or a related field, preferred;
  • No previous experience as a VITA volunteer required – IRC will provide the required training for the program per IRC’s and the IRS’s policies;
  • Excellent customer service skills, including experience working with a diverse client base;
  • Strong organizational skills and high level of attention to detail;
  • High level of computer literacy;  
  • High level of comfort and effectiveness in working with multi-cultural and multi-disciplinary teams;
  • Strong commitment to economic empowerment of low-income and underserved populations. 

Standard of Professional Conduct 

The IRC and the IRC workers must adhere to the values and principles outlined in the IRC Way – our Code of Conduct. These are Integrity, Service, Accountability, and Equality.


TO APPLY: 

Complete an online application at this link. Please submit a resume and cover letter (including desired position, availability and motivation for applying). You will be contacted for a phone/virtual screening and next steps. All volunteer and internships are part-time, unpaid positions.